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Steel Grove Capital Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Steel Grove Capital Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,000
Closed -$474K – 215
2025
Q3 		$474K Buy
+3,000
New +$506K 0.06% 129

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Steel Grove Capital Advisors's IWN Position: Q2 2026 in Review

Steel Grove Capital Advisors held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 2,884 shares worth $638K. The position accounts for 0.06% of the portfolio, ranked #133.

Steel Grove Capital Advisors first reported a position in IWN in Q2 2013 and has held it in 24 quarters since. The position peaked at $4.83M in Q3 2014. 807 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Steel Grove Capital Advisors held 2,884 shares of iShares Russell 2000 Value ETF worth $638K as of Q2 2026.
  • Steel Grove Capital Advisors left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Value ETF made up 0.06% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Steel Grove Capital Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 24 quarters since.
  • Steel Grove Capital Advisors's iShares Russell 2000 Value ETF position peaked at $4.83M in Q3 2014.
  • 807 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.